MWM

Maltin Wealth Management Portfolio holdings

AUM $241M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.92M
3
+$811K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$791K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$757K

Top Sells

1
+$4.31M
2
+$2.34M
3
+$1.78M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.24M

Sector Composition

1 Financials 3.02%
2 Technology 2.94%
3 Healthcare 2.23%
4 Consumer Discretionary 2.14%
5 Energy 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.35%
3,960
-1,164
77
$446K 0.35%
3,325
+23
78
$422K 0.33%
5,565
+54
79
$420K 0.33%
14,738
-13,931
80
$411K 0.32%
4,332
-832
81
$396K 0.31%
8,233
+43
82
$370K 0.29%
13,897
-13,468
83
$366K 0.29%
3,130
+11
84
$365K 0.29%
3,813
-287
85
$359K 0.28%
1,346
86
$310K 0.24%
+1,728
87
$307K 0.24%
8,080
-24,273
88
$297K 0.23%
3,967
+669
89
$296K 0.23%
+5,620
90
$273K 0.22%
+10,114
91
$260K 0.21%
886
+8
92
$241K 0.19%
673
+71
93
$240K 0.19%
3,231
94
$240K 0.19%
1,031
+4
95
$226K 0.18%
+6,192
96
$225K 0.18%
1,785
97
$223K 0.18%
2,369
-74
98
$220K 0.17%
8,317
+43
99
$212K 0.17%
+5,500
100
$201K 0.16%
5,615
1 2 3
4
5